Retirement plan

S&A INDUSTRIES INC.

Name: S&A INDUSTRIES INC. - S&A INDUSTRIES INC. (2015) Form 5500
Creator: S&A INDUSTRIES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S&A INDUSTRIES INC., S&A INDUSTRIES INC.

S&A INDUSTRIES INC.EIN 58-1586969Plan #001PY 2015

275 SATELITE BLVD NW - SUWANEE, GA 30024678-377-7042saindustries.comLinkedIn11-50 employeeshospitality

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$929K

No prior year

Total participants

No prior year

Average account balance

$28,156

No prior year

Annual return

-0.92%

No prior year

Benchmarks

See 11,458 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort11,458 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.04M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$77K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$517K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1803

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$292 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.880%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,156

$52,678-46.6%

$75,784-62.8%

$59,633-52.8%

Participation rate

78.6%

67.2%+11.3pp

75.8%+2.8pp

68.7%+9.9pp

Annual return

-0.92%

2.95%-3.9pp

9.68%-10.6pp

2041.45%-2042.4pp

Employer contribution / active EE

$2,144

$2,193-2.3%

$3,323-35.5%

$2,203-2.7%

Participant deferral / active EE

$3,827

$2,591+47.7%

$3,652+4.8%

$3,192+19.9%

Admin fee / account holder

$248

$3,610-93.1%

$5,300-95.3%

$4,297-94.2%

S&A INDUSTRIES INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S&A INDUSTRIES INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion